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ORG Partners’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

ORG Partners’s Portfolio SMLV Stock Details SMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16
Closed -$1.97K – 1611
2025
Q1 		$1.97K Buy
+16
New +$2.05K ﹤0.01% 1079

Other funds holding SMLV

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ORG Partners's SMLV Position: Q2 2025 in Review

ORG Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2025, closing a stake of 16 shares — an estimated $1.97K sold.

ORG Partners first reported a position in SMLV in Q1 2025 and held it in 1 quarter. The position peaked at $1.97K in Q1 2025. 86 funds tracked by Wall St. Rank hold SMLV as of Q2 2025.

  • ORG Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
  • ORG Partners sold 16 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2025, an estimated $1.97K.
  • ORG Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2025 and held it in 1 quarter.
  • ORG Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.97K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.